Position in COHU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,012,804
New position
Shares Held
108,413
first reported quarter
Ownership
0.229%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#75
of 347 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Nicholas Investment Partners, LP holds $75,530,062 across 9 Semiconductor Equipment & Materials names. COHU ranks #6 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
55,492 | $16,742,491 | |
| 2 | ONTO |
Onto Innovation Inc.
|
29,952 | $11,335,334 | |
| 3 | LRCX |
Lam Research Corp
|
24,295 | $10,527,752 | |
| 4 | NVMI |
Nova Ltd.
|
18,249 | $9,908,112 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
60,338 | $8,603,595 | |
| 6 | COHU |
Cohu Inc
This page
|
108,413 | $8,012,804 | |
| 7 | ASML |
Asml Holding NV
|
2,894 | $5,757,439 | |
| 8 | FORM |
Formfactor Inc
|
16,897 | $2,702,337 |
All Filings in COHU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,012,804 | 108,413 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||